How do I enable the SalesLoft Full-Screen Integration?

Costello is available in the SalesLoft App Directory as a frontend integration. This integration allows reps to more seamlessly work with Costello and SalesLoft.

To enable this integration:

  1. Click on your name in the main nav, to expand the dropdown.
  2. Click on "Settings".
  3. In the left-hand navigation, click on "Integrations" located in the "Administration" section. You will see a screen similar to that seen below.
  4. Click on the toggle on the right-side of the Costello integration to enable the integration.

You will be presented with an authorization form. This allows the Costello integration to work with SalesLoft on your behalf.

Once the integration is enabled, you can click on the "Enabled Integrations" icon just to the left of your name within the SalesLoft header. Note that this icon will only appear once you have at least one full page integration enabled. Click the "Costello" integration in the dropdown.

You will now see the Costello full page integration. You will likely be prompted to log into Costello the first time you open the integration. You will log in the same way you would log in to Costello directly.

Once logged in, you will have access to the full suite of Costello. You will be able to run calls, update your deals in the deal dashboard, view analytics, and more.


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